AppLovin Corp. Class AAPP
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 704 institutions reported holding AppLovin Corp. Class A (APP) in their 13F filings, up 97 from Q2 2024. 158 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($3.0B), BlackRock, Inc. ($1.9B) and WCM Investment Management, LLC ($1.4B). 11 famous investors held it, including Pat Dorsey (9.8% of Dorsey Asset Management's portfolio), Alex Sacerdote (5.4% of Whale Rock Capital Management's portfolio) and Stephen Mandel (2.3% of Lone Pine Capital's portfolio).
- Company
- AppLovin Corp. Class A
- Sector
- Technology
- CUSIP
- 03831W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 158 | $463.3M |
| Exits | 66 | $807.0M |
All 13F filers, Q2 2024 → Q3 2024: 37,006,527 shares bought and 32,204,834 shares sold, net +4,801,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 704 holders
| Vanguard Group Inc. | 0.05% | Add +21.8% | 23,259,800 | $3.0B |
| BlackRock, Inc. | 0.04% | — | 14,414,203 | $1.9B |
| WCM Investment Management, LLC | 3.13% | Add +10.5% | 10,820,409 | $1.4B |
| GQG Partners LLC | 1.97% | Reduce -27.7% | 9,604,336 | $1.3B |
| FMR LLC | 0.06% | Add +622.8% | 7,893,237 | $1.0B |
| State Street Corp. | 0.03% | Add +8.6% | 5,388,023 | $703.4M |
| T. Rowe Price Associates Inc. | 0.08% | Add +314.1% | 5,222,043 | $681.7M |
| Bank of America Corp. | 0.05% | Add +14.3% | 4,619,862 | $603.1M |
| Geode Capital Management, LLC | 0.04% | Add +12.8% | 3,946,135 | $514.4M |
| Spruce House Investment Management LLC | 23.04% | No change | 3,600,000 | $470.0M |
| Fred Alger Management, LLC | 2.24% | Add +1.3% | 3,539,467 | $462.1M |
| Jericho Capital Asset Management L.P. | 10.49% | No change | 3,331,792 | $435.0M |
| Goldman Sachs Group Inc. | 0.08% | Add +91.4% | 3,188,624 | $416.3M |
| Whale Rock Capital Management | 5.43% | Reduce -7.6% | 2,965,513 | $387.1M |
| JPMorgan Chase & Co. | 0.03% | Add +135.5% | 2,961,324 | $386.6M |
| Kensico Capital Management Corp. | 8.85% | Add +21.4% | 2,551,000 | $333.0M |
| Lone Pine Capital | 2.31% | Reduce -58.4% | 2,369,866 | $309.4M |
| Morgan Stanley | 0.02% | Reduce -4.0% | 2,365,474 | $308.8M |
| Janus Henderson Group PLC | 0.16% | Add +31.3% | 2,350,802 | $306.9M |
| Norges Bank | 0.04% | Reduce -3.7% | 2,282,417 | $298.0M |
| Coatue Management | 0.97% | Reduce -12.9% | 1,993,596 | $260.3M |
| 1832 Asset Management L.P. | 0.41% | Add +25.6% | 1,879,140 | $245.3M |
| Invesco Ltd. | 0.05% | Add +84.4% | 1,796,916 | $234.6M |
| Dimensional Fund Advisors LP | 0.05% | Add +14.9% | 1,716,724 | $224.1M |
| Northern Trust Corp. | 0.03% | Add +23.4% | 1,557,896 | $203.4M |
| Sapient Capital LLC | 4.07% | Reduce -47.2% | 1,552,580 | $202.7M |
| Two Sigma Investments, LP | 0.45% | Reduce -42.0% | 1,466,845 | $191.5M |
| Two Sigma Advisers, LP | 0.45% | Reduce -56.3% | 1,466,014 | $191.4M |
| Lord, Abbett & Co. LLC | 0.57% | Reduce -9.8% | 1,350,399 | $176.3M |
| Panview Asian Equity Master Fund | 37.19% | Reduce -17.0% | 1,224,000 | $159.8M |
| First Trust Advisors LP | 0.15% | Reduce -9.7% | 1,198,259 | $156.4M |
| Eagle Asset Management Inc. | 0.77% | Add +2200.4% | 523,149 | $151.7M |
| Franklin Resources Inc. | 0.04% | Add +37.0% | 996,996 | $144.9M |
| Legal & General Group Plc | 0.04% | Add +113.7% | 1,052,787 | $137.4M |
| Raymond James & Associates | 0.08% | Reduce -4.2% | 1,038,139 | $135.5M |
| Bank of New York Mellon Corp | 0.02% | Add +4.0% | 1,002,161 | $130.8M |
| American Century Companies Inc. | 0.08% | Add +330.4% | 1,000,278 | $130.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +31.8% | 982,038 | $128.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -28.3% | 950,940 | $124.1M |
| Alliancebernstein L.P. | 0.04% | Add +706.4% | 928,074 | $121.2M |
| Federated Hermes, Inc. | 0.27% | Add +16.4% | 924,118 | $120.6M |
| Clearbridge Investments, LLC | 0.09% | Reduce -0.8% | 886,490 | $115.7M |
| Spyglass Capital Management LLC | 7.01% | Reduce -21.9% | 818,109 | $106.8M |
| Greenstone Partners & Co., LLC | 36.30% | No change | 796,837 | $104.0M |
| Susquehanna International Group, LLP | 0.18% | Add +252.4% | 786,928 | $102.7M |
| Nuveen Asset Management, LLC | 0.03% | Add +2.4% | 784,856 | $102.5M |
| Ameriprise Financial Inc. | 0.03% | Add +55.2% | 762,950 | $99.6M |
| Schroder Investment Management Group | 0.10% | Add +4.0% | 766,253 | $97.9M |
| No Street GP LP | 7.40% | Reduce -13.5% | 735,000 | $96.0M |
| KBC Group NV | 0.29% | Add +35.1% | 728,016 | $95.0M |
| Millennium Management | 0.08% | Add +42.9% | 710,408 | $92.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +28.9% | 708,276 | $92.5M |
| Dorsey Asset Management | 9.83% | New | 698,796 | $91.2M |
| Perpetual Ltd | 0.94% | Reduce -12.0% | 661,680 | $86.4M |
| D. E. Shaw & Co. | 0.12% | Add +1273.6% | 639,383 | $83.5M |
| Qube Research & Technologies Ltd | 0.15% | Reduce -49.7% | 628,094 | $82.0M |
| Swiss National Bank | 0.05% | Add +13.9% | 606,290 | $79.2M |
| Keenan Capital, LLC | 16.25% | Reduce -25.9% | 562,290 | $73.4M |
| Voya Investment Management LLC | 0.08% | Add +314.2% | 539,310 | $70.4M |
| Sei Investments Co. | 0.09% | Add +4.0% | 536,563 | $70.0M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Add +60.2% | 519,263 | $67.8M |
| National Pension Service | 0.06% | Add +45.5% | 506,167 | $66.1M |
| Van Eck Associates Corp. | 0.08% | Reduce -10.9% | 412,431 | $65.7M |
| NetEase, Inc. | 84.44% | Reduce -74.3% | 500,000 | $65.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +37.0% | 498,534 | $65.1M |
| Caisse de depot et placement du Quebec | 0.13% | Add +3.0% | 487,376 | $63.6M |
| California Public Employees Retirement System | 0.04% | Add +0.6% | 482,621 | $63.0M |
| Robertson Stephens Wealth Management, LLC | 2.28% | Reduce -11.9% | 473,268 | $61.8M |
| O'shaughnessy Asset Management, LLC | 0.52% | Add +66.4% | 401,318 | $58.3M |
| AQR Capital Management | 0.08% | Add +77.5% | 447,137 | $57.8M |
| Polar Capital Holdings Plc | 0.27% | New | 424,353 | $55.4M |
| UBS Group AG | 0.02% | Reduce -32.1% | 421,594 | $55.0M |
| Rhumbline Advisers | 0.05% | Add +26.9% | 416,038 | $54.3M |
| Amundi | 0.02% | Reduce -39.5% | 361,227 | $51.8M |
| Smith Group Asset Management, LLC | 4.21% | Add +1.5% | 388,446 | $50.7M |
| Steadview Capital Management LLC | 15.56% | Add +18.7% | 387,000 | $50.5M |
| Victory Capital Management Inc. | 0.05% | Add +45.5% | 374,892 | $48.9M |
| Augustine Asset Management Inc. | 15.74% | Reduce -7.3% | 345,304 | $45.1M |
| Citigroup Inc. | 0.04% | Add +23.3% | 335,255 | $43.8M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -12.9% | 333,164 | $43.5M |
| MGB Wealth Management, LLC | 15.82% | Reduce -4.9% | 331,924 | $43.3M |
| California State Teachers Retirement System | 0.05% | Add +9.3% | 323,724 | $42.3M |
| Barclays PLC | 0.02% | Add +92.5% | 318,992 | $41.6M |
| Scout Investments, Inc. | 1.08% | Reduce -35.7% | 279,672 | $41.1M |
| Renaissance Group LLC | 1.66% | New | 308,085 | $40.2M |
| Andra AP-fonden | 0.59% | New | 305,700 | $39.9M |
| Kinetic Partners Management, LP | 2.53% | New | 279,254 | $36.5M |
| Braun Stacey Associates Inc. | 1.38% | Add +4.2% | 277,501 | $36.2M |
| Deutsche Bank AG | 0.01% | Add +14.0% | 277,046 | $36.2M |
| Royal Bank of Canada | 0.01% | Add +17.9% | 267,940 | $35.0M |
| Robeco Institutional Asset Management B.V. | 0.07% | Add +64.3% | 266,071 | $34.7M |
| Bridgewater Associates | 0.20% | Add +337.9% | 265,590 | $34.7M |
| Neuberger Berman Group LLC | 0.03% | Reduce -37.5% | 256,304 | $33.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Reduce -0.3% | 252,278 | $32.9M |
| Wells Fargo & Company | 0.01% | Add +119.7% | 250,824 | $32.7M |
| 3G Capital Partners LP | 11.01% | Add +6.4% | 250,000 | $32.6M |
| Discovery Capital Management, LLC / CT | 3.97% | Add +5.5% | 243,200 | $31.7M |
| Annex Advisory Services, LLC | 1.01% | Add +21.0% | 242,219 | $31.6M |
| Korea Investment CORP | 0.07% | Reduce -25.0% | 241,637 | $31.5M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -60.1% | 236,624 | $30.9M |
"% of holder's portfolio" is APP's weight in each manager's 13F, not the share of AppLovin Corp. Class A the manager owns.